Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Notifications & Profile
Billing alerts, your details, password, two-factor sign-in and devices.
Keep up with billing alerts and keep your Clientish account details and sign-in secure.
Overview
This guide covers Notifications and Profile in the Clientish Portal.
Who Can Access
Notifications
- Payment receipts, live chat messages and ticket replies from Clientish land here. The bell in the top bar shows the unread count.
- Use the All, Unread and Read tabs, or search.
- The tick marks one as read, Mark all read clears them all, and the bin deletes one.
- Click a notification to open what it is about.
Profile
Update your details
Click Profile. Change your photo (JPG or PNG, up to 100 KB), name, phone and address, then Save Changes. Your timezone is set by the workspace.
Change your email
Type the new address and save. A confirmation goes to your current address; the old one stays in use until you open the link.
Change your password
Enter your current password and the new one twice.
Turn on two-factor sign-in
Click the button on Two-Factor Authentication. You then need a code from your email each time you sign in. Turning it off asks for your password.
Check where you are signed in
Login Activity lists your devices. Click Revoke to sign one out, or sign out of all other devices at once.
